UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.7%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164B
AUM Growth
-$63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,666
New
Increased
Reduced
Closed

Top Buys

1
+$834M
2
+$559M
3
+$557M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$459M
5
STLA icon
Stellantis
STLA
+$454M

Top Sells

1
+$828M
2
+$800M
3
+$654M
4
BA icon
Boeing
BA
+$592M
5
JPM icon
JPMorgan Chase
JPM
+$416M

Sector Composition

1 Technology 13.44%
2 Healthcare 8.93%
3 Financials 7.5%
4 Consumer Discretionary 7.33%
5 Communication Services 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
7576
– –
-2
7577
– –
-11
7578
$0 ﹤0.01%
161
-1,177
7579
– –
-5,254
7580
– –
-42
7581
$0 ﹤0.01%
127
+72
7582
– –
-319
7583
– –
-1,548
7584
– –
-1,027
7585
– –
-9,649
7586
$0 ﹤0.01%
11
-1,907
7587
– –
-6
7588
– –
-8
7589
$0 ﹤0.01%
450
-155
7590
– –
-1,546
7591
$0 ﹤0.01%
6
-2,938
7592
– –
-703
7593
– –
-67
7594
– –
-139
7595
– –
-312
7596
– –
-1,175
7597
– –
-1,185
7598
– –
-3,071
7599
– –
-2,484
7600
– –
-1,325
301 302 303
304
305